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professional profile

Jonathan Jenness Smith, CFP

IAR South Burlington, VT CRD 3128341 Last verified October 2026

Overview

Jonathan Jenness Smith is an investment adviser representative based in South Burlington, VT, with 21 years in the industry.

Years in the industry
21
States registered
1
Exams passed
2
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2004

Book and practice

Firm assets under management on file

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